Salesforce - FinTecBuzz

Clickatell Announces Chat 2 Pay Integration with Salesforce

PRNewswireMarch 16, 20226 min

Clickatell customers can now benefit by using Salesforce Order Management to send consumers a faster, more secure and convenient pay-by-link request via SMS and WhatsApp Clickatell, a CPaaS innovator and Chat Commerce leader, today announced it has launched the integration of its industry-leading Chat 2 Pay payment solution with Salesforce Commerce Cloud, the fastest path to unified commerce. Clickatell’s integration empowers Commerce Cloud customers to achieve enhanced payment options by allowing contact center agents to trigger payment requests via a payment...

Direct Lending

Tamarack Spins-off Salesforce.com Product Division to Northteq

PRNewswireJuly 1, 20206 min

Spin-off splits company into two entities and positions each for growth within their area of expertise MINNEAPOLIS, July 1, 2020 /PRNewswire/ — Tamarack Consulting, Inc, a leader in providing independent software solutions in the equipment finance and commercial lending industry, has announced the spin-off of its Origination Systems/Salesforce.com products division to Northteq, Inc. As a result of the spin-off the two companies will operate as independent entities. Tamarack will continue to focus on Portfolio Management...

Accounting

Salesforce Partner, Accounting Seed, Donates Software to DevicesforStudents.org

PRNewswireApril 11, 20204 min

Accounting Seed has partnered with Devices for Students, a new Bay Area nonprofit born out of the drastic changes COVID-19 made to the education system in California and beyond. The community organization is on a mission to provide reliable internet and electronic devices to the one million students in California through tax deductible donations. “Supporting Devicesforstudents.org was a no-brainer,” said Tony Zorc, Accounting Seed CEO. “Students need to be able to adapt to e-learning right now, and given Accounting Seed’s deep connection...

Mobile Payments

Westbrook Builds Highly Customer Centric Service Platform For Bank ABC’s New Digital, Mobile-only Bank ‘ila’ On Salesforce Service Cloud

PRNewswireMarch 13, 20205 min

Westbrook develops highly customer centric CRM and service platform on Salesforce Service Cloud for Bank ABC’s digital, mobile-only bank – ‘ila’ to roll out from Bahrain across multi territories in MENA. Fintech News Westbrook was engaged by Bank ABC to build out a highly customer centric platform on Salesforce Service Cloud to both act as the system of record and the customer lifecycle journey planner for ila, an innovative lifestyle banking offering launched in Bahrain with plans to...

Accounting

Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

BusinessWireFebruary 17, 20206 min

Orion Advisor Technology (Orion), the premier provider of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync. The upgrade offers advisors increased options for data mapping, faster delta syncs, and supportive error message prompting—so they can access their data how they want, and more quickly. Built on the Salesforce Platform, Orion is currently...

Insurance

Salesforce Expands Financial Services Cloud with New Insurance Innovation

PRNewswireSeptember 25, 201915 min

New insurance capabilities enable insurers to reach policyholders on the channels of their choice, intelligently prioritize tasks, and build deeper relationships through more personalized customer engagement

Investments

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

FTB News DeskMay 7, 201913 min

Jemstep's Advisor Pro App helps financial institutions provide personalized, goal-based advice to clients

Business Tools Financial Software

Ortec Finance Launches Goal-based Financial Planning Solution on Salesforce AppExchange

FTB News DeskFebruary 19, 20199 min

Today Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. With this solution, Ortec Finance will deliver institutional-grade wealth management capabilities and assisted robo-advice in wealth planning with involvement of a relationship manager. OPAL integrates with Salesforce Sales Cloud and Financial Services Cloud (FSC), providing relationship managers not just a...

Banking

Temenos announced key executive appointments for SaaS & U.S. growth

GlobeNewswireJuly 26, 20246 min

Temenos (SIX: TEMN), the banking software company, today announced two key executive appointments to accelerate business growth and capture the market opportunity in SaaS and in the US. Isabelle Guis has joined as Chief Marketing Officer and member of the Executive Committee reporting to the CEO Jean-Pierre Brulard. In addition, Monty Bhatia is appointed Executive Vice President (EVP) of Global Alliances and Partner Ecosystem reporting to the Chief Revenue Officer, William Moroney. Both appointments are...

Investments

AdvizorStack Appoints Jennifer Spencer to Chief Operating Officer

PRNewswireJuly 23, 20244 min

She brings more than two decades of expertise in fostering growth across diverse industries

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